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Enrol today and meet you career goals with the Canadian Securities Course (CSC®)
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, IIROC, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Solidify your understanding of the CSC® course content with live online sessions to write your exams with confidence!
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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Hear industry experts discuss the challenges students face upon completing post-secondary education & how to navigate a career in financial services.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
The Customer Relationship Model Rules that were recently introduced by IIROC require professionals to understand the increased number of situations in which suitability reviews must be conducted. The Enhanced Suitability for IIROC Advisors course provides professionals with the opportunity to learn practical methods to operate under these new rules, which in turn will help ensure a fair client experience.
The course fulfills 3 IIROC CE Compliance Credit hours.
Understanding and applying the Enhanced Suitability guidelines has become an essential skill for investment advisors and compliance officers. A financial professional who knows when to review and reassess client information will reduce the likelihood of client complaints related to suitability. This will also improve their clients’ knowledge of what is appropriate for their portfolio while increasing the bottom line and reputation of the member firm.
The Enhanced Suitability for IIROC Advisors course is designed for investment advisors, assistants, compliance officers, branch managers, branch assistants, and auditors who work at IIROC dealer member firms.